For yet another month, the U.S bond market took a back seat to developments in emerging economies and Europe.
There is strong disagreement about the direction of U.S. interest rates.
With the risk of near-term inflation all but gone, it is not hard to imagine an environment of persistently low rates in all sectors.
The debt load on developing countries has led investors to take a look at less-burdened emerging markets, but can they outperform?
When it comes to bond investing, the diversification message is often no more than a whisper. But as BP bonds show, it should be louder and clearer.
Compared to the EU, the U.S. bond markets had a relatively quiet month in February.
Bonds bounce back in January after record losses in December.
November left a not-so-subtle reminder that the default of a major borrower is still part of the equation.
October was marked by a significant drop in volatility in global bond markets.
The market's faith in corporate creditworthiness has rebounded in the year since Lehman's collapse.